Michael Gilbert is a financial advisor with Ameriprise in Louisville, KY. He holds a Series 66 designation and has experience across multiple firms, including Triple Crown Advisors and Gilbert Weinrich Watkins PLLC. His background also includes roles outside finance such as work with Jefferson County Public Schools and Dick's Sporting Goods. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Garrett is a financial advisor with Edward Jones in Jeffersonville, IN, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Edward Jones since 2010. No other business activities were reported with client-facing responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies.

John Little is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Sagepoint Financial, Inc. and Next Financial Group Inc. He is also the owner of Bluegrass Wealth Management LLC, through which he offers securities and investment advisory services. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services and uses a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment options.

Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Shane Calkin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uber, Smith and Nephew, and Parker Hannifin. Outside of his advisory role, he also manages a short-term rental property listed on Airbnb. Raymond James & Associates serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Andrew Bronger is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 20 years before joining Robert Baird in 2019. Outside of his advisory role, he serves as a lacrosse coach at Oldham County High School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pension plans, and charitable organizations. The firm employs a range of investment strategies and utilizes internal research and technology, including AI, to support client advice.

Roger Cox is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Edward Jones since 2019. Prior to his advisory career, he spent 13 years at Papa John's International. He was also owner and president of Orange Cardinal Concepts, Inc., a company that operated Supercuts salons and is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

James Miller Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Angela Taylor is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Robert Baird & Co. since 2019, following positions at J.J.B. Hilliard W.L. Lyons and Raymond James Financial. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by internal research and advanced tools such as artificial intelligence.

Richard Wilson Sr. is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley since 2014, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. based in Louisville, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

Sarah Barnes is a financial advisor at Ameriprise in Louisville, KY, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Nationwide Advisory Solutions and the University of Louisville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Alex Cartwright is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Alex has held several positions within Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, with continuous service at the company since 2019. Alex collaborates with clients to identify priorities in their personal and financial lives, aiming to build long-lasting relationships based on mutual respect and trust. The approach focuses on understanding clients' goals and objectives to develop financial plans that work towards providing peace of mind.

Michael Snyder is a financial advisor with Ameriprise in Goshen, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes nine years at JJB Hilliard W.L. Lyons LLC before joining Ameriprise Financial Services in 2017. Outside of advising, he serves on several boards including The Mahan Foundation, the Oldham County Deputy Sheriff's Merit Board, and the Kentucky Thoroughbred Association. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies and emphasizes a structured, algorithm-supported approach to retirement income planning.

Phillip Hanna Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes tools such as Monte Carlo simulations and the Global Investment Committee’s return estimates to support its planning process.

Tracy King is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jason Henderson is a financial advisor at Morgan Stanley with three years of industry experience. He has previously worked at Ramsey Quantitative Systems, Inc. for nine years before joining Morgan Stanley in 2022. Henderson holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Christopher Barber is a financial advisor at Morgan Stanley with 24 years of industry experience. He previously worked at PNC Investments for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Timothy Dunn Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing holistic financial advice to a select group of high net worth families, helping them maximize their wealth and implement asset protection and tax planning strategies. Timothy's approach emphasizes continuous guidance tailored to business owners, professionals, and affluent families to support their financial goals. Before joining Merrill, Timothy practiced as an estate and business planning attorney in Lexington for nearly a decade and served as managing partner of a regional law firm's Lexington office. He has expertise in areas such as estate planning, asset preservation, business succession planning, executive compensation, and tax minimization. Timothy holds FINRA Series 7 and 66 securities registrations and is licensed as a Life and Health Insurance Agent by the Commonwealth of Kentucky. Timothy earned a Bachelor of Arts degree in Economics and a certificate in Accounting from Eastern Kentucky University, as well as a Juris Doctor degree from the University of Kentucky College of Law. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Timothy is a member of the Kentucky Bar Association and has served on the boards of the Blue Grass Community Foundation and the Lexington Philharmonic Society. He is also actively involved with the Bluegrass Land Conservancy. In his personal time, Timothy enjoys golfing, running, and spending time with his family.

Zachary Evans is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Outside of his advisory role, he serves as treasurer for the Lakeview Rotary Club, a volunteer organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with analyses and guidance to support their financial decisions.

Patrick Ritter is a financial advisor with Ameriprise in Louisville, KY, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Centris Wealth Management, and spent four years at Western Kentucky University. Ritter serves on the Board of Directors for the Kentuckiana Financial Planning Association as the Next Gen Coordinator. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.